As it was mentioned in “Report on the 60 years’ Development of Chinese Pharmaceutical Industry”, China’s pharmaceutical industry has made great development since the reform and opening-up, but there are also constraints due to their own conditions or intense competition. Only the group of competitive strategy changes can change the entire industry to a benign direction. China has been promoting the adjustment of the pharmaceutical industry structure, but it is hard to work only by the market forces, due to the unreasonable structure, the lack of the country’s support policies and the business-investment in innovation.2009 is the first year of China’s new health care reform, so China’s pharmaceutical industry will enter a period of shifting in the next decade. The pharmaceutical industry will continue to maintain a rapid growth, to select the superior and eliminate the inferior in a fair competition in the market at the same time. Innovation has become a new driving force of industrial upgrading, promote the development of modern logistics to further improve circulation efficiency, and promote continuous development of China’s pharmaceutical industry. Based on the study of the strategic group dynamics of pharmaceutical industry, can truly grasp the essence of the shifting competitive strategy between the strategic groups within the pharmaceutical industry, and when the law of the shifting competitive strategy is revealed, it can provide reference on the further development of China’s pharmaceutical industry. In this study, the basic concepts of the strategic groups and mobility barriers were explained, the main theoretical foundation was review, then the relationship between strategic groups and performance was analyzed, and the reason of using the strategic group theory dynamically was analyzed. Two assumptions of the influence factors to the strategy group dynamics are proposed: one is the external environment; the other is the change of one’s own ability and behavior. In this study, strategic group dynamics of the United States and Britain’spharmaceutical industry was summarized, verifying the two assumptions of the influence factors. Then the strategy groups of China’s pharmaceutical industry is classified by the method of qualitative, identifying the typical sample enterprises and summarizing the changes from four aspects of the market, products, research and development, marketing. The results showed that the external environment and the change of one’s own ability and behavior play a key role in the dynamics of strategic groups. Finally, policy recommendations were proposed. On the industry level, the country should not only give tax and other concessions based on the export volume of the pharmaceutical enterprises, but also encourage the pharmaceutical companies enterprises to invest more resources for innovative research; on the corporate level, the enterprises should also enhance its innovation capacity, subdivide the market of product, select appropriate marketing strategies for enterprise development. Keyword: Chinese Pharmaceutical Industry, Strategic Group, Mobility Barriers

《中國醫藥產業 60 年發展報告》中提出，中國製藥產業自改革開放以來取 得了巨大發展，但是也存在由於自身條件約束，行業競爭激烈造成的種種問題。 只有集團性的競爭戰略改變，才能使整個產業嚮良性改變方嚮發展。 中國一直都再推進整個醫藥行業的產業結構調整，但是單純通過市場調節一 時難以奏效，整个產業結構不甚合理，且国家的扶持政策也不够，对企业创新的 投入不足。2009 年是中國新醫改元年，因此未來 10 年中國醫藥產業將進入從醫 藥大國嚮醫藥強國轉變的關鍵時期。產業將繼續保持較快增長，在充分和公平的 市場競爭中實現優勝劣汰，同時，創新成為產業升級的新動力，現代物流發展促 使流通效率進一步提高，推動中國製藥產業不斷嚮前發展。 本文通過對製藥產業的戰略集團動態進行研究，才能真正地把握製藥產業內 部戰略集團間競爭戰略的轉換的真正精髓，而當製藥產業戰略集團競爭戰略轉換 的規律被揭示出來，就能對中國製藥產業的進一步發展提供參考。本研究首先闡 述了戰略集團和移動壁壘的基本概念，回顧了主要的理論基礎，然後根據文獻的 回顧，分析了戰略集團與績效的關係，以及通過動態分析戰略集團理論的原因。 提出了對戰略集團動態變化影響因素的 2 個假設：一是外部環境的影響，一是自 身能力行為的改變。 本研究先對美、英製藥產業戰略集團的動態進行一個總結歸納，驗證了對戰 略集團動態變化影響因素的 2 個假設。然後用定性的方法對中國製藥產業戰略集 團進行分類，並找出典型樣本企業，從市場、產品、研發、營銷等 4 個方面對其 變化進行歸納總結。結果顯示外部環境的影響和企業自身能力行為的改變的確對 戰略集團的動態起著關鍵的作用。 最后提出兩方面的政策建議，在產業方面，國家應該對出口量大的醫藥企業 給予稅收等方面的優惠，同時也用鼓勵醫藥企業投入更多人力物力進行創新的研 究；而在企業方面，企業自身也應該提升創新的能力，對企業推出的產品面嚮市 場進行細分，選擇更適合企業發展的營銷策略。 關鍵詞：中国制药产业 战略集团 移动壁垒